Nwam LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Nwam LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 124,275 shares of the company’s stock after selling 8,806 shares during the period. Nwam LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,337,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in AGG. Brighton Jones LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $111,000. Ieq Capital LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after purchasing an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after purchasing an additional 943 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

Shares of AGG opened at $98.00 on Wednesday. The company has a 50-day simple moving average of $98.61 and a 200-day simple moving average of $99.44. The company has a market capitalization of $138.28 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.